This reference lists the apps Canopy connects to today, the tax software that can save files into Canopy, and what the Canopy Public API can and can't do.
Plans and permissions: Built integrations are available on all plans. API access needs the Plus or Premium plan and isn't included in Standard.
Connecting the tools your firm already uses means you enter client information once, so you don't retype it in three places during tax season. When Canopy doesn't have a built connection to a tool, your IT person or developer can build one with the Canopy Public API.
Table of Contents
What the Canopy Public API Covers
The current Canopy Public API (v4) has 37 endpoints. Its full documentation and OpenAPI spec are public on the developer portal, with no login required, so your developer can check what's available before building anything. For more detail, see Canopy Open API Documentation.
Data | Access |
Clients | Read and write |
Contacts | Read and write |
Tasks | Read and write |
Client requests | Read and write |
Invoices | Read only |
Time entries | Not available yet |
The API does not support:
Webhooks - Canopy doesn't push a notification when data changes. To keep systems in sync, have your integration check the API on a schedule (polling), for example every few minutes.
Legacy API (v2 and v3). The older API still works, and no shutoff date has been set. It mostly covers clients and contacts. Build anything new on v4, because that's where new endpoints are added.
Key Terms
Term | Meaning |
API | A way for two systems to exchange data automatically, without anyone copying it by hand. |
Integration | A finished connection between Canopy and another app. You turn it on. |
Endpoint | One thing the API can do, such as "get a list of clients". |
Read / write | Read pulls data out of Canopy. Write adds or changes data in Canopy. |
API key | The credential that proves a request comes from your firm. |
Rate limit | The cap on how many calls you can make per minute. |
Quota | The cap on total calls per rolling 30 days. |
Polling | Checking the API on a schedule to pick up changes. |
Webhook | A notification Canopy would send the moment data changes. Not available. |
OpenAPI spec | A machine-readable description of every endpoint. Developers import it to start building. |
API Limits
The API has two limits:
Limit | Plus | Premium |
Calls per minute | 120 | 120 |
Calls per rolling 30 days | 150,000 | No cap |
The monthly limit applies to your whole firm, across every API key, not per team member.
Generate an API Key
Firms on Plus or Premium can generate manage an API key.
Go to Profile icon > Settings > API Management.
Click Generate API Key and add the steps that follow.
Copy the key to use for integrations.
Built Integrations
A built integration is a finished connection between Canopy and another app. You turn it on, and no one has to build anything. To connect one, see Setting Up Integrations.
Integration | Category | What it does |
Accounting | Syncs classes, categories, locations, contacts, invoices and service items. | |
Tax prep | CPA-led AI tax prep for complex returns, managed inside your Canopy workflow. | |
Filed (Closed Beta) | Tax prep | Extracts, classifies and maps 1040 documents from your tax software into a draft return. |
IRS Transfer | Tax resolution | Pulls IRS transcripts in one click. |
Microsoft Outlook | Mail and calendar | Brings Microsoft email and calendar into Canopy, tied to client records. |
Gmail | Mail and calendar | Brings Google email and calendar into Canopy, tied to client records. |
Microsoft 365 | Documents | Edit and save Word and Excel files without leaving Canopy. |
Canopy Desktop Assistant | File capture | Saves and moves files from any software into Canopy, attached to a client record. |
Virtual Drive | File access | Access Canopy documents from your computer's file explorer. |
File storage | Connects file storage across 20+ providers and adds advanced file workflows. | |
Automation | Connects Canopy to thousands of apps without custom code. |
👉 Good to know: Filed is in Closed Beta. General Access is coming soon!
Integrations Through Zapier
These apps connect to Canopy through Zapier. They aren't turned on inside Canopy the way built integrations are. Connect through Zapier to sync contact and client data.
Integration | Category |
Xero | Accounting |
FreshBooks | Accounting |
Calendly | Scheduling |
Microsoft Excel | Documents |
Google Sheets | Documents |
Salesforce | CRM |
Google Contacts | CRM |
Zoho | Marketing |
Mailchimp | Marketing |
Typeform | Forms |
Slack | Collaboration |
👉 Good to know: Canopy's Support team doesn't set up these connections. To build one, see Integrate with Zapier.
Tax Software File Saves
You can print files from these tax packages straight into Canopy using the Canopy Desktop Assistant's print driver. For setup, see How to Print Files to Canopy Using the Desktop Assistant.
CCH Axcess Tax
Drake Tax
Intuit ProConnect
Intuit ProSeries
Lacerte
TaxWise
UltraTax
👉 Good to know: A file save moves the file into Canopy. It doesn't sync client data, return status or e-file status between the two systems.
Integrations Coming Soon
These integrations are planned:
Integration | Category | What it will do |
HubSpot | CRM | Keeps clients and contacts in sync between HubSpot and Canopy, so you don't enter the same information twice. |
SharePoint | Document storage | Saves client files from SharePoint into the right client folder in Canopy. |
CCH Axcess | Tax prep | Two-way connection covering client sync, return status, e-file status and return PDFs. |
Intuit ProConnect | Tax prep | Client sync, returns into tasks, and return, e-file and e-signature status. |
Note: Until the CCH Axcess and ProConnect connections are released, both programs work as file saves only.
Troubleshooting
The API returns a 429 error. Your firm has hit one of its limits. The error tells you which limit you hit, where your usage stands and when the limit resets.
Read the error to see whether you hit the per-minute limit or the 30-day limit.
For the per-minute limit, wait for the reset time and then retry. Spread scheduled calls out so they don't all run in the same minute.
For the 30-day limit, check how often your integration polls, since polling less often uses fewer calls. Firms that regularly need more than 150,000 calls a month can move to Premium, which has no monthly cap.
Summary
Canopy has built integrations you turn on, file saves from seven tax packages, and a public API on Plus and Premium for connections your firm builds itself. Check the developer portal for what the API covers, and keep each integration within the firm-wide limits.
Need Help?
Contact Support or ask Penny, our AI Support Bot, for assistance.